表現總覽
晨星回報評級無1
年初至今回報率18.40%
5 年平均回報率15.49%
上升年數48
下跌年數16
1 年最佳總回報率 (2024年6月13日)58.57%
1 年最差總回報 (2024年6月13日)無
3 年最佳總回報率58.57%
3 年最差總回報-0.52%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報VWUSX類別
年初至今11.99%12.38%
1 個月4.88%5.09%
3 個月1.33%10.28%
1 年32.25%41.70%
3 年2.40%22.56%
5 年15.32%21.98%
10 年13.82%15.99%
上一個牛市33.81%25.99%
上一個熊市-27.21%-17.29%
年度總回報 (%) 紀錄
年份VWUSX類別
2024無無
202345.17%無
2022-39.64%無
202112.34%無
202058.57%35.86%
201933.41%31.90%
20180.62%-2.09%
201731.60%27.67%
2016-0.75%3.23%
20158.47%3.60%
201413.06%10.00%
201335.49%33.92%
201218.43%15.34%
2011-0.68%-2.46%
201011.53%15.53%
200934.95%35.68%
2008-37.82%-40.67%
200710.15%13.35%
20061.77%7.05%
200511.15%6.71%
20047.03%7.81%
200326.10%28.66%
2002-35.80%-27.64%
2001-31.70%-22.30%
2000-20.17%-13.05%
199922.28%38.87%
199839.98%34.55%
199725.93%26.36%
199626.05%19.76%
199538.44%32.65%
19943.88%-2.45%
1993-1.45%8.69%
19922.76%5.92%
199146.76%40.07%
19904.60%-3.78%
198937.70%27.76%
19888.76%12.55%
1987-6.07%1.56%
19867.84%14.05%
198536.55%28.64%
19841.21%-3.94%
198323.86%18.56%
198219.80%32.75%
1981-0.56%-2.13%
198033.66%40.60%
197917.92%32.37%
197816.18%15.06%
19771.30%2.56%
197614.50%22.23%
197530.68%35.35%
1974-33.29%-31.34%
1973-32.40%-28.56%
197245.59%19.23%
197121.54%24.89%
1970-4.43%-10.89%
1969-29.30%-9.80%
196827.47%15.14%
196747.32%42.77%
1966-24.81%-6.98%
196541.63%21.58%
196420.22%10.60%
196359.02%18.94%
1962-15.67%-18.01%
196136.99%26.01%
196021.67%5.60%
1959無16.68%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
202412.18%無無無
202315.80%13.25%-4.07%15.40%
2022-15.10%-27.21%-1.67%-0.67%
2021-1.30%12.81%-1.42%2.34%
2020-12.02%35.69%15.71%14.78%
201916.21%5.64%-1.65%10.49%
20184.33%6.09%7.37%-15.33%
20178.93%6.43%7.02%6.08%
2016-3.49%0.24%6.11%-3.31%
20154.48%1.44%-5.52%8.32%
20140.66%4.95%0.82%6.14%
20139.64%1.12%10.10%11.00%
201218.23%-6.23%6.25%0.55%
20115.92%1.09%-15.40%9.66%
20103.04%-13.38%10.55%13.05%
2009-4.16%14.81%15.34%6.33%
2008-12.51%2.64%-11.58%-21.69%
20071.38%5.15%5.26%-1.84%
20061.78%-7.72%4.09%4.09%
2005-5.50%5.10%5.79%5.79%
20041.91%1.42%-5.87%10.00%
2003-0.25%10.64%4.06%9.81%
2002-7.80%-20.71%-16.55%5.23%
2001-31.03%7.45%-23.04%19.76%
20005.17%0.15%1.03%-24.97%
19993.81%2.95%-4.79%20.16%
199815.51%7.27%-9.42%24.73%
19970.59%16.71%3.12%4.02%
19966.88%7.13%4.08%5.78%
19959.26%10.51%7.46%6.70%
1994-2.81%0.48%4.60%1.70%
1993-2.99%-2.28%0.62%3.33%
1992-4.93%-1.11%4.48%4.61%
199120.31%-1.35%8.11%14.37%
19900.59%12.76%-15.63%9.31%
19898.26%9.10%14.66%1.68%
19883.59%5.41%0.00%-0.40%
198718.70%-0.57%2.38%-22.27%
198613.52%2.94%-9.50%1.98%
198511.59%8.78%-4.35%17.61%
1984-4.99%0.21%7.32%-0.94%
198314.11%14.17%-2.27%-2.72%
1982-10.68%-1.75%11.21%22.76%
19812.53%0.22%-13.10%11.36%
1980-9.12%12.50%17.34%11.41%
19794.27%3.93%8.17%0.60%
1978-5.22%14.29%9.82%-2.33%
1977-7.10%6.40%0.69%1.77%
197613.61%3.80%-3.09%0.19%
197522.56%18.64%-14.18%4.72%
1974-6.97%-13.21%-30.00%18.04%
1973-16.26%-14.74%15.41%-17.96%
197210.40%28.73%-2.07%4.61%
197114.55%0.00%-0.36%6.49%
1970-1.96%-23.05%52.49%-16.93%
1969-4.13%-4.73%-0.84%-21.93%
1968-14.12%17.21%-3.96%31.85%
196718.03%39.88%-16.45%6.80%
19669.39%-4.67%-11.53%-18.50%
19658.29%-8.30%16.30%22.63%
19646.98%2.10%4.49%5.34%
19633.16%9.20%15.47%22.26%
1962-2.33%-23.55%0.89%11.95%
196143.84%6.98%-14.54%4.17%
19601.11%20.33%1.37%-1.35%
195912.80%7.80%18.42%無
類別排名 (按總回報率)
年初至今53
1 個月57
3 個月68
1 年47
3 年85
5 年55
費用調整後回報率
1 年32.25%
3 年2.40%
5 年15.32%
10 年13.82%
